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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,849 | $106,749+76.0% | $145,433+29.2% | $82,448+127.8% |
| Participation rate | 48.8% | 75.6%-26.9pp | 82.1%-33.3pp | 68.1%-19.3pp |
| Annual return | 18.32% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,989 | $6,519+37.9% | $7,897+13.8% | $4,139+117.2% |
| Admin fee / account holder | $6,570 | $8,390-21.7% | $13,129-50.0% | $7,234-9.2% |